Outbound Financial Inc’s Dimensional Global Credit ETF DGCB Stock Holding History

Outbound Financial Inc’s Portfolio DGCB Stock Details DGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.57M	Buy	174,986 +13,245	+8%	+$723K	6.2%	4
2026 Q1	$8.76M	Buy	161,741 +10,354	+7%	+$565K	6.56%	5
2025 Q4	$8.21M	Buy	151,387 +13,705	+10%	+$755K	6.39%	5
2025 Q3	$7.63M	Buy	137,682 +12,803	+10%	+$700K	6.22%	4
2025 Q2	$6.77M	Buy	+124,879	New	+$6.63M	6.19%	5

Other funds holding DGCB

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return